证券代码：300017 证券简称：网宿科技 公告编号：2026-007 网宿科技股份有限公司（以下简称"公司"）全资子公司上海网宿投资管理 有限公司（以下简称"网宿投资"）拟以自有资金 2,000 万元人民币，认购青岛 图灵速尚创业投资基金合伙企业(有限合伙)（以下简称"图灵速尚创投"或"投 资基金"）的基金份额。网宿投资作为该投资基金的有限合伙人，以认缴出资额 为限承担有限责任。投资基金于 2026 年 2 月 27 日完成了私募投资基金备案手续。 具体情况详见公司分别于 2026 年 2 月 6 日和 2026 年 3 月 2 日在巨潮资讯网 披露的《关于全资子公司参与认购投资基金份额的公告》《关于全资子公司参与 认购投资基金份额的进展公告》（公告编号：2026-004、2026-006）。 二、进展情况 近日，公司收到图灵速尚创投基金管理人杭州图灵资产管理有限公司通知， 根据中国证券投资基金业协会有关规定，图灵速尚创投对基金规模进行调整并完 成了工商变更登记手续，取得了山东省青岛市黄岛区市场监督管理局颁发的《营 业执照》，具体情况如下： 1、基金名称：青岛图灵速尚创业投资基金合伙企业(有限合伙) 2、统 ...

以下文章来源于科创板日报 ，作者陈俊清 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 OpenClaw持续引爆科技圈与资本市场。 近日，OpenClaw发布了其核心版本2026.3.7。不仅引入了"上下文引擎插件接口"，实现了"记 忆热插拔"等功能，还实现了对GPT-5.4原生支持。数据显示，OpenClaw目前在GitHub上的星 标数量已超过28万个，成为全球开发者社区最受关注的开源项目。 与此同时，在资本市场方面，AI"养龙虾"相关概念股逆势走强，成为市场一大亮点。《科创板 日报》记者采访多家布局相关业务的上市公司获悉， 尽管全产业链布局动作密集，但截至目 前，多数上市公司表示"相关业务尚未观察到明显增量"。 OpenClaw五大核心突破 "龙虾"概念逆势走强 科创板日报 . 所谓"养龙虾"，是用户对开源AI智能体框架OpenClaw个性化训练与部署过程的形象称呼—— 该项目由海外开源团队ClawAI于2025年12月发布测试版，2026年1月推出正式版，因项目官方 图标为一只红色波士顿龙虾，且用户需要通过数据投喂、环境配置、指令训练、场景适配来完 成智能体的个性化定制，整个过程与"养殖 ...

OpenClaw 热度继续提升，算力和国产大模 型迎来新机会 核心观点 投资建议与投资标的 我们认为算力链以国产大模型有望在 OpenClaw 的发展过程中受益，相关标的为寒武纪- U(688256，未评级)、海光信息(688041，买入)、智谱(02513，未评级)、MINIMAX- WP(00100，未评级)、绿联科技(301606，未评级)、网宿科技(300017，未评级)、优刻 得-W(688158，未评级)。 风险提示 行业竞争加剧； 行业进展不及预期。 计算机行业 行业研究 | 动态跟踪 国家/地区 中国 行业 计算机行业 报告发布日期 2026 年 03 月 09 日 看好（维持） | 陈超 | 执业证书编号：S0860521050002 | | --- | --- | | | chenchao3@orientsec.com.cn | | | 021-63326320 | | 浦俊懿 | 执业证书编号：S0860514050004 | | | pujunyi@orientsec.com.cn | | | 021-63326320 | | 宋鑫宇 | 执业证书编号：S0860524090002 | ...

2026.03. 09 本文字数：2176，阅读时长大约4分钟 作者 | 第一财经 魏中原 "一键养虾"热度发酵多日后，3月9日，相关概念股迎来资金抢筹，云计算、算力租赁、AI应用等赛道 全天大幅上涨。 日前，AI智能体框架OpenClaw强势登顶开源项目榜首，成为历史下载量最大的开源软件。 作为首个实现"认知、执行、记忆"闭环的开源AI框架，OpenClaw正加速重构多个AI应用场景， 其"接管电脑、解放双手"的核心功能，成为AI Agent赛道的里程碑事件，引发市场热议。 这一技术特性迅速映射至A股市场，3月9日早盘，科技股集体下跌之际，OpenClaw概念逆势活跃， 优刻得触及20cm涨停，汉得信息、龙芯中科、北信源（300352.SZ）等股冲高。 午后OpenClaw概念再度拉升，云计算、服务器、AI应用等细分赛道，获得资金大幅抢筹，截至收 盘 ， 青 云 科 技 、 顺 网 科 技 （ 300113.SZ ） 、 宏 景 科 技 （ 301396.SZ ） 20cm 涨 停 ， 拓 维 信 息 （002261.SZ）、鸿博股份（002229.SZ）、网宿科技（300017.SZ）等股跟涨。 拆解来看 ...

| 股票名称 | 涨跌幅(%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 比亚迪 | 2.89 | 9.08亿元 | 汽车 | | 阳光电源 | 2.56 | 6.85亿元 | 电力设备 | | 云赛智联 | 9.98 | 6.18亿元 | 计算机 | | 宝丰能源 | 9.99 | 5.77亿元 | 基础化』 | | 优刻得-W | 19.99 | 4.95亿元 | 计算机 | | 长江电力 | 1.44 | 4.21亿元 | 必用事』 | | 中国神华 | 6.63 | 4.13亿元 | 煤炭 | | 江波龙 | 4.75 | 3.91亿元 | 电子 | | 汉得信息 | 8.49 | 3.56亿元 | 计算机 | | 北斗星通 | 6.91 | 2.79亿元 | 国 防军_ | | 中国汽中 | 1 U | つ 58/7 元 | 7日日 | | 工四四十 | IU | 4. JOTO JU | الاطالات | | --- | --- | --- | --- | | 广汇能源 | 8.38 | 2.43亿元 | 石油石径 | | 网宿科技 | 3.2 ...

证券代码：300017 证券简称：网宿科技 公告编号：2026-006 网宿科技股份有限公司 关于全资子公司参与认购投资基金份额的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、基本情况概述 网宿科技股份有限公司（以下简称"公司"）全资子公司上海网宿投资管理 有限公司（以下简称"网宿投资"）拟以自有资金 2,000 万元人民币，认购青岛 图灵速尚创业投资基金合伙企业(有限合伙)（以下简称"图灵速尚创投"或"投 资基金"）的基金份额。网宿投资作为该投资基金的有限合伙人，以认缴出资额 为限承担有限责任。 二、进展情况 近日，公司收到图灵速尚创投基金管理人杭州图灵资产管理有限公司通知， 图灵速尚创投现已募集完毕，募集完成后基金总规模为 11,920 万元人民币。同 时，图灵速尚创投已按照《中华人民共和国证券投资基金法》和《私募投资基金 监督管理暂行办法》等法律法规的要求，在中国证券投资基金业协会完成了私募 投资基金备案手续，具体信息如下： 1、基金名称：青岛图灵速尚创业投资基金合伙企业(有限合伙) 5、基金备案日期：2026 年 2 月 27 日 2、备案编 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, particularly in the metals and machinery sectors, reflecting investor sentiment and market dynamics as of March 2. Group 1: Stock Performance and Capital Outflow - Zijin Mining experienced a capital outflow of 1.369 billion, with a decline of 0.58% in stock price [1][2] - Luoyang Molybdenum saw a capital outflow of 0.945 billion, with a stock price decrease of 1.67% [1][2] - LEO Group had a capital outflow of 0.927 billion, with a significant drop of 5.71% in stock price [1][2] - Hunan Gold reported a capital outflow of 0.907 billion, despite a stock price increase of 5.38% [1][2] - Northern Rare Earth faced a capital outflow of 0.728 billion, with a decline of 3.08% in stock price [1][2] - Luxshare Precision recorded a capital outflow of 0.721 billion, with a decrease of 3.31% in stock price [1][2] Group 2: Additional Notable Stocks - Huasheng Tiancheng had a capital outflow of 0.703 billion, with a stock price increase of 4.42% [1][2] - Dongfang Fortune experienced a capital outflow of 0.607 billion, with a decline of 2.35% in stock price [1][2] - Kunlun Wanwei saw a capital outflow of 0.594 billion, with a stock price drop of 5.61% [1][2] - China Merchants Energy reported a capital outflow of 0.583 billion, with a stock price increase of 1.85% [1][2] - Baosteel had a capital outflow of 0.552 billion, with a slight increase of 1.23% in stock price [1][2] Group 3: Further Capital Outflows - Century Huatong faced a capital outflow of 0.533 billion, with a stock price decrease of 7.12% [3] - Tongling Nonferrous Metals reported a capital outflow of 0.514 billion, with a decline of 1.51% in stock price [3] - Sanhua Intelligent Control had a capital outflow of 0.501 billion, with a decrease of 3.34% in stock price [3] - Wangsu Science & Technology experienced a capital outflow of 0.500 billion, with a decline of 3.37% in stock price [3] - BlueFocus Communication Group saw a capital outflow of 0.494 billion, with a significant drop of 6.81% in stock price [3] - Runze Technology reported a capital outflow of 0.487 billion, with a decline of 2.74% in stock price [3] - Changyuan Tungsten had a capital outflow of 0.472 billion, with a notable increase of 7.39% in stock price [3] - Hunan Silver reported a capital outflow of 0.459 billion, with a stock price increase of 2.15% [3] - Shenghong Technology faced a capital outflow of 0.446 billion, with a decline of 1.65% in stock price [3]

Summary of the Conference Call for Wangsu Technology (网宿科技) Company Overview - **Company**: Wangsu Technology (网宿科技) - **Industry**: Content Delivery Network (CDN) and Internet Services Key Points and Arguments Revenue and Pricing Dynamics - The company's revenue primarily comes from bidding projects with medium to large internet clients, with a slow pace of price increases influenced by competitors' strategies. The exact numbers for price increases are not disclosed [2][3] - Ultra-low price orders are gradually disappearing, and price recovery needs to be achieved through competitive bidding in the market [2][5] - The relationship between price increases from overseas cloud vendors and CDN price increases is indirect, driven by rising costs in computing power, storage, IDC operations, and electricity [2][5] - The domestic CDN business volume is shrinking as the company actively abandons unprofitable business, aiming to restore healthy industry pricing [2][6] Market Conditions - The overall price level in overseas markets is higher, and the market state is generally healthier, making it easier to maintain a sustainable pricing system [2][7] - AI development is expected to reach "hundreds of billions or even trillions," reducing the significance of continuing to subsidize CDN services [2][5] Cost Structure and Business Model - Approximately 90% of the company's costs are bandwidth fees paid to operators, with security services able to monetize idle resources, leading to better overall profit performance [3][12] - The CDN business is characterized as B to B to C, where the cost structure is heavily influenced by user access and bandwidth consumption [12][24] Future Trends and Opportunities - The demand for edge computing is rising, and edge computing may allow for new revenue models based on computing power billing [3][15] - The evolution of AI tools is lowering content production costs, but consumer viewing time remains limited, leading to increased costs for data retrieval [2][8] - As content shifts towards "customized videos," the division of labor between centralized and edge computing may evolve, presenting opportunities for the company [8][10] Security Business Insights - The security business is essential for CDN companies, as it utilizes idle resources and can improve overall profit margins [24][27] - The overlap between CDN and security customers is low, but dynamic businesses have clear security requirements, leading to combined product offerings [26][24] Competitive Landscape - Major competitors in the domestic market include Alibaba Cloud, Tencent Cloud, and Huawei Cloud, while Cloudflare and Akamai are significant players in the overseas market [13][14] - The relationship between cloud vendors and platform clients is complex, with many cloud vendors preferring to self-build rather than outsource [14] Challenges and Considerations - The company faces challenges in executing price increases due to competitive pressures and the need to signal the market for price recovery [3][5] - The impact of AI on CDN demand and the potential for new revenue streams from edge computing and security services are areas of ongoing exploration [15][28] Conclusion - The company is navigating a complex landscape of pricing pressures, competitive dynamics, and evolving technology trends, particularly in AI and edge computing, which may shape future revenue opportunities and business models [2][3][15]

Investment Rating - The report maintains a "Recommendation" rating for the industry, indicating a positive outlook for investment opportunities [4]. Core Insights - The demand for Tokens is rapidly increasing, driven by breakthroughs in domestic large models such as Zhipu and MiniMax, alongside China's stable and low-cost electricity infrastructure, which is expected to catalyze significant growth in the cloud computing industry [4][31]. - The performance of Chinese large models has reached international standards, with notable cost-performance advantages, positioning them favorably in the global market [14][19]. - The emergence of AI personal assistants, exemplified by products like Youdao Lobster, is expected to generate substantial demand for Tokens, as these assistants operate continuously and assist users with various tasks [25][31]. Summary by Sections Market Review - During the week of February 23-27, the CSI 300 index rose by 1.08%, the SME index increased by 2.87%, and the ChiNext index grew by 1.05%. The computer sector (CITIC) saw a 1.23% increase, with notable gainers including Hailianxun and ST Diweixun [39]. Industry News - Huawei Cloud launched the public beta of CodeArts, an intelligent coding assistant based on a vast code library, integrating code models and development tools [33][34]. - Hong Kong established an AI+ Committee focusing on life health and embodied intelligence, signaling strong policy support for AI-driven industrial transformation [33]. Company News - Huijin Group is planning a significant asset restructuring, aiming to acquire a 20% stake in Cooper New Energy, which will become a subsidiary post-transaction [3][35]. Investment Recommendations - The report suggests focusing on large model manufacturers like Zhipu and MiniMax, as well as cloud computing companies such as Alibaba, Shunwang Technology, and others, anticipating a major turning point in the cloud computing industry with simultaneous revenue and profit growth [4][31].

Group 1 - Lito Electronics and Chengdi Xiangjiang reached the daily limit increase [1] - Yuntian Lifey surged over 15% [1] - Shunwang Technology and Capital Online both increased by over 10% [1] - Yunsai Zhili and Wangsu Technology, along with Hongjing Technology, also experienced gains [1]